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Trust & Company File Reviewer

Job Ref: LF 28489
Leapfrog Jobs

This is an exceptional opportunity for a dynamic individual looking to develop additional skills in the trust sector, or for an experienced trust professional seeking to utilise their knowledge away from a client-facing role. This position offers the chance to play a key role in ensuring fiduciary and operational excellence with our client.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this role include, but are not limited to:
Conducting client structure reviews to identify inherent fiduciary and operational risks.
Reviewing activities to ensure alignment with company policies and procedures.
Performing fiduciary risk assessments and raising action points for relationship managers.
Identifying potential risk areas and ensuring the highest fiduciary standards are upheld.
Escalating significant fiduciary and operational issues in line with company procedures.
Assisting with other thematic first-line testing processes as required.

Skills / Qualifications

The ideal candidate will have at least 3 years of relevant fiduciary experience and possess strong analytical skills. A minimum of three good A-Levels is required. Excellent written and verbal communication skills, proficiency in MS Word, Excel, and Outlook, and a keen attention to detail are essential. The ability to manage time effectively, work professionally and courteously, and demonstrate a willingness to learn new skills will be key to success in this role. Flexibility on working hours may be available for the right candidate.

How To Apply

For a full job description, please call 01481 711188 or email [email protected]. Alternatively, to apply, submit your CV via the Apply Now button below.

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